AWS AI demand, $364B backlog, OpenAI/Anthropic deals, and $200B capex could drive upside. Read the full analysis here.

Even though AI leverage today is strongly associated with tokens, AI is much more than an infrastructure story.

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms ...

Anthropic’s explosive growth reflects massive AI alliances, cloud investments, talent wars, and infrastructure ...

The Claude-maker is exploring Microsoft’s in-house silicon as it looks to expand computing capacity beyond Nvidia.

CNCF graduation comes as Azure, AWS and Google Cloud expand OpenTelemetry support across cloud monitoring, Kubernetes and hybrid infrastructure.

Anthropic is on the verge of recording its first-ever profitable quarter. The milestone comes alongside a jaw-dropping ...

Space Exploration Technologies targets a $1.75T IPO valuation, with financials revealing $18.7B in 2025 revenue and a $4.9B ...

Evans discusses the company’s rivalry with Waymo, its new partnership with Uber, and why the future of autonomous rides will ...

India’s AI push reveals how decades of dependence on foreign hardware, platforms, and supply chains constrain its bid to lead ...

Amazon currently has 40 permanent job openings in South Africa, predominantly in software development, operations, IT, and ...